As the Chief Client Officer and Director of Marketing for The Wealth Stewards, Allie is dedicated to providing a high level of service to each of our clients. She works closely with all members of the team to ensure that each client is thoroughly taken care of from both an administrative and financial standpoint. In addition, she handles all marketing efforts including client events, social media, and other client communications. Allie grew up in a small town near Boston, Massachusetts and currently resides in Scottsdale.
As an Arizona State University and Barrett, The Honors College, graduate, she earned her Bachelors of Science in Finance, B.S in Spanish Business & Culture, and her International Business Certificate. Upon entering into the financial industry, she quickly acquired her series 7, series 63, series 65, and insurance licenses. When Allie isn’t assisting clients in the office, you can find her playing tennis, training for a race, or trying international foods!